This page contains information and materials that Regional Collaborators need to deliver a Family Business Advisor Core Training with the Galliard Family Business Advisor Institute. Only Regional Collaborators with the Galliard Family Business Advisor Institute can access this page.
Media, presentations, and other marketing materials for Galliard Certified Advisors, Regional Collaborators, and Professional Premium members of the Galliard Family Business Advisor Institute (access is restricted).
Lighting the Way for Family Business Owners Family Business Beacon is a customizable newsletter that family business advisors can edit, brand, and send to clients. Includes: Family business success stories Technical information for family businesses Your logo, and a link back to your website Anything you’d like to add! Family Business Beacon is a benefit for Professional Premium members of… [Read More]
Thank you for upholding the Galliard methodology in your important work with family businesses! We are proud to work with you. These materials are for Certified Advisors of the Galliard Family Business Advisor Institute. Please sign in to access:
Build Your Practice! We encourage advisors who have completed the Family Business Advisor Core (FBAC) training to use the “Family Business Matters” marketing presentation to share their family business expertise with interested audiences. These marketing presentations are for Galliard Certified Advisors and members on the certification track. Please sign in to access: